Family Office Tax Director
Single Family Office is seeking an elite tax professional with deep expertise in tax planning, compliance, and strategy to oversee and manage the tax affairs of a high-net-worth tech founder and their family office. The ideal candidate will have experience in navigating complex, multi-jurisdictional tax environments and advising on personal and business tax implications for ultra-high-net-worth individuals (UHNWIs). As a key pillar of the family office, this role will involve working closely with other departments (legal, investment) to deliver comprehensive tax solutions that preserve and enhance wealth.
Responsibilities:
Tax Strategy and Planning:
- Develop and implement comprehensive global tax strategies that are aligned with personal and business objectives and optimize wealth preservation, asset protection, and income management for the family’s complex financial interests.
- Able to research and prepare tax memos and tax models for planning strategies with a holistic global view for various investments, equity and token compensation, and other income/items.
- Proactively identify tax-saving opportunities within both domestic and international tax frameworks, including compliance with relevant regulations across multiple jurisdictions.
- Identify and manage potential risks with recommended solutions and alternatives.
- Advise on corporate and personal tax structures, trust and estate planning, and multi-generational wealth transfer.
Tax Compliance and Administration:
- Oversee all global tax compliance activities, including federal, state, and international/foreign local filings.
- Ensure diligent review for accuracy and timely filing of all tax returns, estimates, and extensions.
- Able to manage and review all complex and key tax positions with sufficient documentation.
- Coordinate with and manage external advisors with efficient process and associated fees.
- Stay abreast of changes in tax law and ensure compliance with evolving tax regulations in various jurisdictions.
- Experienced in setup and administration of a family office, including legal structures, accounting/reporting, and financial management systems required for efficient and effective administration.
Family Office Collaboration:
- Work closely with the tech founder’s business interests to align personal and corporate tax strategies.
- Partner with the family office’s investment and legal planning teams to provide tax input on investment opportunities, private equity transactions, real estate holdings, and other ventures.
- Liaise with FO finance team to collect and analyze financial information for tax planning and tax compliance.
Qualifications:
- Advanced degree in Taxation (LL.M. or equivalent), JD, or CPA.
- Proven track record as the principal tax owner in a UHNW family office operation demonstrating complex global tax planning and compliance.
- 10+ years of experience in a high-level tax advisory role, preferably within a Big Four accounting firm, law firm, or family office specializing in UHNW clients.
- Expertise in complex tax strategies, including international tax planning, estate and trust tax, and philanthropic structuring.
- Strong technical knowledge of US federal, state, and international tax. Puerto Rico tax experience a plus.
- Strategic thinker with excellent analytical, negotiation, and communication skills.
- Proven ability to work directly with ultra-high-net-worth individuals and senior executives.
- Demonstrated ability to manage complex financial portfolios with discretion and integrity.
- Excellent communicator, showing great comfort and fluency in explaining complex tax matters to laypersons and avoiding needless distractions.
- Strong leadership skills with a proven ability to proactively collaborate across multidisciplinary teams.
- Hands-on tax professional, able to run tax analysis and calculations without having to ask advisors’ help in every instance.
Seniority level
Executive
Employment type
Full-time
Job function
Accounting/Auditing, General Business, and Management
Industries
Financial Services, Venture Capital and Private Equity Principals, and Individual and Family Services
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